Caldwell Trust
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Caldwell Trust’s Restaurant Brands International QSR Stock Holding History

Caldwell Trust’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.61M Buy
22,584
+4,024
+22% +$303K 0.13% 132
2026
Q2 		$1.35M Buy
18,560
+3,095
+20% +$236K 0.11% 149
2026
Q1 		$1.14M Buy
15,465
+12,866
+495% +$903K 0.1% 152
2025
Q4 		$177K Buy
+2,599
New +$179K 0.02% 336

Other funds holding QSR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Caldwell Trust's QSR Position: Q3 2026 in Review

Caldwell Trust increased its Restaurant Brands International (QSR) stake by 22% in Q3 2026, buying an estimated $303K and bringing the position to 22,584 shares worth $1.61M. The position accounts for 0.13% of the portfolio, ranked #132.

Caldwell Trust first reported a position in QSR in Q4 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold QSR as of Q3 2026.

  • Caldwell Trust held 22,584 shares of Restaurant Brands International worth $1.61M as of Q3 2026.
  • Caldwell Trust bought 4,024 Restaurant Brands International shares in Q3 2026, an estimated $303K.
  • Restaurant Brands International made up 0.13% of Caldwell Trust's portfolio in Q3 2026, its #132 holding.
  • Caldwell Trust first reported a position in Restaurant Brands International in Q4 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.